Course
digicode: MCPLA
M365 Copilot Adoption with Business Objective Focus – Advanced | Flexible
Course facts
Download as PDF- Configuring Copilot Studio light agents for repeatable business tasks using the Agent Builder
- Building practical agents such as Meeting Summary Generators and optional assistants for translation, social media, and call preparation
- Optimizing advanced agents through sharing, co-authoring, and incorporating reusable skills
- Managing data security and governance by understanding permissions, sensitivity labels, and data loss prevention
- Mitigating risks associated with oversharing and prompt injection by scoping knowledge sources and ensuring source trust
- Leveraging Excel Copilot and Analyst Agents for tasks like data preparation, reconciliation, and forecasting
- Automating complex workflows by creating custom Code Interpreter agents for data-quality checks and executive summaries
Recommended course version: This self-developed course covers the topics of the official Microsoft course «MS-4019: Transform your everyday business processes with agents».
In this course, you will learn how to simplify complex use cases with individually configured Copilot agents, develop tailor-made scenarios, and optimally integrate AI into demanding processes. After completing the course, you will be able to use Copilot specifically with your own agents for challenging tasks and design innovative, cross-team solutions.
This course covers only «Copilot Studio light» agents. These can be easily created by all business users without the need for IT or development skills. Complex «Copilot Studio Full Experience» agents are covered in course PL-7008: Create Custom Agents in Microsoft Copilot Studio.
1 Introduction to Premium Copilot Agents (Agent Builder)
Learn how to create, configure, test, publish, share, and use Microsoft 365 Copilot agents for repeatable business tasks. The module focuses on declarative Agent Builder agents: saved Copilot instructions connected to explicitly selected knowledge sources and used from Copilot Chat.
Exercise: Participants create and improve practical agents, starting with a Meeting Summary Generator and optional examples such as a Personal Translator, Social Media Buddy, Presentation Buddy, Data Insight agent, and Call Prep Buddy. They also test scheduled prompts with agents, edit existing agents, and combine two agents in a single chat.
2 Copilot Builder Agents Advanced
Based on the introduction, learn how to test, share and optimize Premium Copilot agents, created in the Agent Builder. Additionally, skills are introduced, that can be added to reuse instructions in multiple agents.
Exercise: Participants create and improve advanced agents, share them with colleagues and learn how to co-author and optimize agents in everyday scenarios.
3 Governance & Security
Understand how agents access Microsoft 365 data, why oversharing and prompt injection matter, and how builders and IT can reduce risks through scoped knowledge, permissions, sensitivity labels, DLP, and lifecycle ownership.
Exercise: Hands-on security and governance experiments:
- Run an oversharing test with a broadly connected SharePoint or OneDrive source.
- Rebuild the same agent with a specific folder or file and compare the results.
- Test how prompt content can influence internet search and potentially expose sensitive information.
- Use a document containing prompt-injection instructions to observe how agents can be manipulated and why source trust matters.
4 Data Agents
Learn how to use Excel Copilot, Analyst Agent, and custom agents with Code Interpreter for data preparation, reconciliation, enrichment, data-quality checks, forecasting, and report-ready executive summaries.
Exercise: Hands-on data exercises using Excel Copilot and Analyst Agent:
- Transform human-friendly Excel layouts into machine-ready tables for Power BI and downstream analysis.
- Reconcile risk-team and core-banking extracts and explain discrepancies in business language.
- Enrich project trackers from PDF memos and identify missing evidence without guessing.
- Use Analyst Agent to join datasets, run quality checks, detect duplicates and orphan records, create forecasts, and draft a one-page portfolio summary.
- Create a custom Code Interpreter agent for repeatable reconciliation or project-tracker update workflows.
Component of the following courses
- M365 Copilot Adoption with Business Objective Focus – Advanced
This training is structured in four business objective areas and contains theory and hands-on lab exercises focusing on processes with M365 Copilot.
This training is intended for users who already have extensive experience with M365 Copilot and prompting and now want to create their own agents for specific tasks.
- The course primarily covers creating your own agents. This feature must be enabled in your own environment so that the course content can be implemented in everyday use (functionality is included in the M365 Copilot license, Copilot Studio light only).
- Advanced user knowledge analogous to the following course (or equivalent knowledge) and at least 4 months of practical experience with M365 Copilot:
The configuration of M365 Copilot in your company may differ from the standard configuration. All standard functions are available in the training environment.
This «flexible» live virtual course is scheduled over a period of 2 weeks. During this time, 4 instructor-led sessions of 1.75 hours each take place, i.e., the instructor supervises the participants live. All live sessions of a course will take place in the morning (8:30 am - 10:15 am or 10:30 am - 12:15 pm CET). The 4 sessions of 1.75 hours each correspond to one course day.
By clicking on «Timetable» when enrolling, you can already see when the live sessions will take place. Of course, these sessions are recorded and therefore available for the class afterwards.
Everything takes place on one Microsoft Teams channel per class. The participants have access to all sessions and information within the class for the duration of the course.